Caterpillar
CAT
CAT
1,487 hedge funds and large institutions have $42.5B invested in Caterpillar in 2020 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 561 increasing their positions, 625 reducing their positions, and 252 closing their positions.
New
Increased
Maintained
Reduced
Closed
less ownership
Funds ownership: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less funds holding
Funds holding: →
less funds holding in top 10
Funds holding in top 10: →
22% less capital invested
Capital invested by funds: $54.5B → $42.5B (-$12B)
34% less call options, than puts
Call options by funds: $827M | Put options by funds: $1.26B
59% less first-time investments, than exits
New positions opened: 104 | Existing positions closed: 252
Holders
1,487
Holding in Top 10
23
Calls
$827M
Puts
$1.26B
Top Buyers
| 1 | +$412M | |
| 2 | +$276M | |
| 3 | +$137M | |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$131M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
+$129M |
Top Sellers
| 1 | -$209M | |
| 2 | -$209M | |
| 3 | -$189M | |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$144M |
| 5 |
Westfield Capital Management
Boston,
Massachusetts
|
-$116M |